See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Filed as: FID MGMT TRUST CO Service code 25 · EIN 04-3022712 | Directed Trustee | $637,008 |
BLACKROCK2+ years Filed as: BLACKROCK, INC. Service code 27 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Advisory (Plan) | $324,420 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $89,900 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 13-2834414 | Investment Management | $69,962 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $18,392,177-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 37.5%-37.5pp | 5.5%-5.5pp |
| Annual return | 0.89% | 5.86%-5.0pp | 3.99%-3.1pp | 5.86%-5.0pp |
| Employer contribution / active EE | $1,352 | $10,137-86.7% | $38,279-96.5% | $10,137-86.7% |
| Participant deferral / active EE | $0 | $492-100.0% | $386-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $140,034-100.0% | $387-100.0% |